Revolve Wealth Partners

Revolve Wealth Partners as of June 30, 2024

Portfolio Holdings for Revolve Wealth Partners

Revolve Wealth Partners holds 176 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 16.5 $100M 374k 267.51
Ishares Tr Core Msci Eafe (IEFA) 6.2 $38M 522k 72.64
Ea Series Trust Intl Quan Value (IVAL) 4.8 $30M 1.2M 24.93
Spdr Ser Tr Nuveen Bloomberg (HYMB) 4.1 $25M 986k 25.44
RBB Us Treas 3 Mnth (TBIL) 4.1 $25M 499k 50.02
Ea Series Trust Us Quan Momentum (QMOM) 3.6 $22M 372k 58.26
Ea Series Trust Sparkline Intang (ITAN) 3.2 $20M 688k 28.44
Cambria Etf Tr Shshld Yield Etf (SYLD) 3.2 $19M 283k 68.28
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 2.8 $17M 371k 45.75
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.6 $16M 413k 38.42
Wisdomtree Tr Us Largecap Divd (DLN) 2.6 $16M 218k 72.75
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.3 $14M 314k 45.58
Wisdomtree Tr Intl Qulty Div (IQDG) 2.1 $13M 349k 37.09
Apple (AAPL) 2.0 $12M 59k 210.62
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.0 $12M 119k 100.84
Ishares Tr National Mun Etf (MUB) 2.0 $12M 112k 106.55
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.8 $11M 170k 64.25
Microsoft Corporation (MSFT) 1.7 $11M 24k 446.96
Ishares Tr Core S&p500 Etf (IVV) 1.7 $10M 19k 547.23
NVIDIA Corporation (NVDA) 1.6 $9.5M 77k 123.54
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.5 $9.2M 103k 89.72
Vaneck Etf Trust High Yld Munietf (HYD) 1.5 $9.1M 177k 51.65
Amazon (AMZN) 1.3 $8.1M 42k 193.25
Amgen (AMGN) 0.9 $5.3M 17k 312.45
Vanguard Index Fds Growth Etf (VUG) 0.8 $5.0M 13k 374.01
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.8 $4.9M 271k 17.97
Ishares Tr Eafe Grwth Etf (EFG) 0.8 $4.7M 46k 102.30
Meta Platforms Cl A (META) 0.7 $4.3M 8.6k 504.22
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $3.7M 62k 60.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $3.3M 6.1k 544.20
UnitedHealth Put Option (UNH) 0.5 $3.3M 6.5k 509.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $3.1M 63k 49.42
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $3.1M 40k 77.83
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $2.8M 12k 242.09
Visa Com Cl A Put Option (V) 0.5 $2.7M 11k 262.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $2.7M 5.6k 479.09
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.7M 15k 182.14
Ishares Tr Core Msci Total (IXUS) 0.4 $2.5M 37k 67.56
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $2.5M 6.8k 364.51
Colgate-Palmolive Company (CL) 0.4 $2.4M 25k 97.04
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $2.4M 51k 47.45
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.3M 22k 106.66
Ishares Tr Russell 2000 Etf (IWM) 0.4 $2.2M 11k 202.89
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $2.2M 4.0k 535.08
JPMorgan Chase & Co. (JPM) 0.4 $2.1M 11k 202.25
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $2.1M 27k 77.76
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.1M 9.6k 218.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.1M 4.2k 500.10
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $2.0M 35k 58.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.0M 5.0k 406.77
Mastercard Incorporated Cl A (MA) 0.3 $1.9M 4.3k 441.20
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $1.8M 22k 81.16
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.8M 9.8k 183.42
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $1.7M 16k 103.85
Dimensional Etf Trust International (DFSI) 0.3 $1.6M 48k 32.94
Ishares Tr Eafe Value Etf (EFV) 0.2 $1.5M 28k 53.04
Eli Lilly & Co. (LLY) 0.2 $1.3M 1.4k 905.38
Shopify Cl A (SHOP) 0.2 $1.2M 19k 66.05
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $1.2M 24k 51.30
Advanced Micro Devices (AMD) 0.2 $1.2M 7.3k 162.22
Broadcom (AVGO) 0.2 $1.2M 732.00 1605.71
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $1.1M 30k 37.79
Uber Technologies (UBER) 0.2 $1.1M 15k 72.68
Procter & Gamble Company (PG) 0.2 $1.1M 6.6k 164.91
Ishares Tr New York Mun Etf (NYF) 0.2 $1.1M 20k 53.39
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.0M 7.0k 150.44
Exxon Mobil Corporation (XOM) 0.2 $985k 8.6k 115.12
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $964k 19k 50.11
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $925k 24k 39.34
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $895k 13k 67.43
American Centy Etf Tr Avantis Responsi (AVSD) 0.1 $885k 16k 55.54
Home Depot (HD) 0.1 $880k 2.6k 344.29
Micron Technology (MU) 0.1 $869k 6.6k 131.53
Tesla Motors (TSLA) 0.1 $868k 4.4k 197.89
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $854k 20k 41.81
Costco Wholesale Corporation (COST) 0.1 $843k 992.00 849.99
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $824k 7.9k 104.55
Johnson & Johnson (JNJ) 0.1 $819k 5.6k 146.17
RBB Us Trsry 6 Mnth (XBIL) 0.1 $815k 16k 50.08
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $793k 7.2k 110.35
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $763k 6.3k 120.74
Adobe Systems Incorporated (ADBE) 0.1 $755k 1.4k 555.54
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $744k 23k 33.03
Servicenow (NOW) 0.1 $727k 924.00 786.67
Oracle Corporation (ORCL) 0.1 $714k 5.1k 141.20
Blackstone Group Inc Com Cl A (BX) 0.1 $648k 5.2k 123.80
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $646k 31k 21.06
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $644k 22k 28.78
Netflix (NFLX) 0.1 $621k 921.00 674.64
Merck & Co (MRK) 0.1 $595k 4.8k 123.81
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $586k 3.2k 182.54
United Parcel Service CL B (UPS) 0.1 $583k 4.3k 136.85
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $581k 5.4k 107.81
Wal-Mart Stores (WMT) 0.1 $576k 8.5k 67.71
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $575k 14k 42.59
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $561k 2.4k 229.56
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $544k 7.3k 74.08
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $541k 5.6k 97.07
Abbvie (ABBV) 0.1 $538k 3.1k 171.53
Bank of America Corporation (BAC) 0.1 $528k 13k 39.77
Coca-Cola Company (KO) 0.1 $520k 8.2k 63.65
Airbnb Com Cl A (ABNB) 0.1 $515k 3.4k 151.63
Air Products & Chemicals (APD) 0.1 $512k 2.0k 258.05
Chevron Corporation (CVX) 0.1 $510k 3.3k 156.41
Intuitive Surgical Com New (ISRG) 0.1 $503k 1.1k 444.85
Walt Disney Company (DIS) 0.1 $491k 4.9k 99.29
McDonald's Corporation (MCD) 0.1 $474k 1.9k 254.84
Qualcomm (QCOM) 0.1 $469k 2.4k 199.19
salesforce (CRM) 0.1 $465k 1.8k 257.10
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $456k 2.1k 214.52
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $455k 7.2k 62.87
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $439k 22k 20.45
CSX Corporation (CSX) 0.1 $428k 13k 33.45
Pfizer (PFE) 0.1 $426k 15k 27.98
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.1 $407k 7.6k 53.24
Waste Management (WM) 0.1 $396k 1.9k 213.35
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $374k 798.00 468.60
Glacier Ban (GBCI) 0.1 $370k 9.9k 37.32
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $363k 2.9k 127.18
Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $363k 12k 29.57
Comcast Corp Cl A (CMCSA) 0.1 $361k 9.2k 39.16
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $361k 12k 30.63
Pepsi (PEP) 0.1 $346k 2.1k 164.97
Ishares Tr Russell 3000 Etf (IWV) 0.1 $341k 1.1k 308.67
Goldman Sachs (GS) 0.1 $324k 717.00 452.33
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $323k 2.5k 127.50
Chipotle Mexican Grill (CMG) 0.1 $323k 5.1k 62.65
Duke Energy Corp Com New (DUK) 0.1 $316k 3.2k 100.23
Nextera Energy (NEE) 0.1 $309k 4.4k 70.81
Honeywell International (HON) 0.1 $308k 1.4k 213.55
Linde SHS (LIN) 0.0 $301k 686.00 438.81
American Express Company (AXP) 0.0 $297k 1.3k 231.55
Ishares Tr U.s. Tech Etf (IYW) 0.0 $297k 2.0k 150.50
Consolidated Edison (ED) 0.0 $295k 3.3k 89.42
Ishares Tr Rus 1000 Etf (IWB) 0.0 $288k 967.00 297.54
Ge Aerospace Com New (GE) 0.0 $285k 1.8k 158.97
International Business Machines (IBM) 0.0 $284k 1.6k 172.92
Verizon Communications (VZ) 0.0 $281k 6.8k 41.24
RBB Us Treasy 2 Yr (UTWO) 0.0 $273k 5.7k 47.94
RBB Us Treas 3 Yr Nt (UTRE) 0.0 $273k 5.6k 48.79
Cisco Systems (CSCO) 0.0 $269k 5.7k 47.51
Intel Corporation (INTC) 0.0 $266k 8.6k 30.97
Raymond James Financial (RJF) 0.0 $259k 2.1k 123.61
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $259k 5.3k 48.67
Eaton Corp SHS (ETN) 0.0 $256k 817.00 313.55
General Dynamics Corporation (GD) 0.0 $255k 880.00 290.14
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $255k 2.2k 118.60
Analog Devices (ADI) 0.0 $249k 1.1k 228.26
Raytheon Technologies Corp (RTX) 0.0 $247k 2.5k 100.39
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $247k 3.1k 78.79
Thermo Fisher Scientific (TMO) 0.0 $245k 443.00 552.40
Dex (DXCM) 0.0 $243k 2.1k 113.38
Wells Fargo & Company (WFC) 0.0 $243k 4.1k 59.39
Amphenol Corp Cl A (APH) 0.0 $239k 3.5k 67.37
Applied Materials (AMAT) 0.0 $235k 994.00 235.99
Gilead Sciences (GILD) 0.0 $227k 3.3k 68.60
Caterpillar (CAT) 0.0 $227k 680.00 333.26
Intuit (INTU) 0.0 $226k 344.00 657.21
Emerson Electric (EMR) 0.0 $225k 2.0k 110.16
Select Sector Spdr Tr Energy (XLE) 0.0 $225k 2.5k 91.16
Kenvue (KVUE) 0.0 $223k 12k 18.18
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $221k 564.00 391.34
Rockwell Automation (ROK) 0.0 $219k 796.00 275.28
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $219k 709.00 308.93
Tractor Supply Company (TSCO) 0.0 $219k 811.00 270.00
At&t (T) 0.0 $218k 11k 19.11
TJX Companies (TJX) 0.0 $217k 2.0k 110.10
Accenture Plc Ireland Shs Class A (ACN) 0.0 $215k 707.00 303.41
Boeing Company (BA) 0.0 $214k 1.2k 182.07
Union Pacific Corporation (UNP) 0.0 $214k 946.00 226.27
RBB Us Treas 5 Yr Nt (UFIV) 0.0 $212k 4.4k 48.16
Select Sector Spdr Tr Technology (XLK) 0.0 $212k 936.00 226.26
Zoetis Cl A (ZTS) 0.0 $208k 1.2k 173.36
Paypal Holdings (PYPL) 0.0 $207k 3.6k 58.03
Philip Morris International (PM) 0.0 $205k 2.0k 101.32
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $204k 2.3k 88.11